Osaic Holdings
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Osaic Holdings’s Sterling Capital Funds SCEC Stock Holding History

Osaic Holdings’s Portfolio SCEC Stock Details SCEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.48K Hold
219
– – ﹤0.01% 6885
2026
Q1 		$5.49K Hold
219
– – ﹤0.01% 6640
2025
Q4 		$5.55K Buy
+219
New +$5.58K ﹤0.01% 6654

Other funds holding SCEC

AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $391M AUM 21.78% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
MFS
Montgomery Financial Services Ocean City, Maryland $115M AUM
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.41% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
Global Wealth Management Investment Advisory
Global Wealth Management Investment Advisory Fort Lauderdale, Florida $703M AUM 20.48% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return

Osaic Holdings's SCEC Position: Q2 2026 in Review

Osaic Holdings held its Sterling Capital Funds (SCEC) position steady in Q2 2026 at 219 shares worth $5.48K. The position accounts for ﹤0.01% of the portfolio, ranked #6885.

Osaic Holdings first reported a position in SCEC in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.55K in Q4 2025. 34 funds tracked by Wall St. Rank hold SCEC as of Q2 2026.

  • Osaic Holdings held 219 shares of Sterling Capital Funds worth $5.48K as of Q2 2026.
  • Osaic Holdings left its Sterling Capital Funds share count unchanged in Q2 2026.
  • Sterling Capital Funds made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #6885 holding.
  • Osaic Holdings first reported a position in Sterling Capital Funds in Q4 2025 and has held it in 3 quarters since.
  • Osaic Holdings's Sterling Capital Funds position peaked at $5.55K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held Sterling Capital Funds as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.